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/portal/tech — the mobile-first day view for techs

Today + tomorrow's appointments, route map, one-tap status updates, and direction handoff. The page techs live on.

Updated 2026-05-01

When a tech-role user signs in, they land on /portal/tech (the sidebar entry says "My day"). Mobile-first design — the page is built to be thumb-friendly on the truck, not on a desk.

What's on the page

  • Today + Tomorrow buckets with appointment count + day-stats strip (count, completed, next ETA, total route miles).
  • Embedded route map with numbered pins + polyline showing the day's drive order.
  • Big "Directions to next" button that hands off to Google Maps for turn-by-turn navigation.
  • Per-appointment quick actions: tap an appointment row → opens the full job page with status buttons, photos, receipts, customer notes.
  • PWA install prompt for first-time iOS Safari + Android Chrome users — adds Plyrium to the home screen so it feels like a native app.

How status updates work

Tap an appointment → see the four big status buttons: Leaving / Late / Arrived / Completed. Each tap fires the right customer-facing SMS automatically (see the related article on the SMS chain). The status updates are idempotent — accidentally tapping Leaving twice doesn't double-text the customer.

Capturing receipts on site

Each job page has a "Receipt for parts" button — opens the camera, AI reads vendor + amount + date, you confirm + save. The receipt is auto-linked to the appointment AND to the customer record so it surfaces both on the job page AND on the P&L for the period.

Capturing job photos

Same pattern — Photos card on the job page has Add Photo buttons for Before / During / After / Parts. Tap → camera opens → snap → upload. EXIF (including GPS) stripped automatically. Customer sees the photos on their portal alongside their service history.

PWA on iOS

Safari → Share → Add to Home Screen. Once installed, the app launches without the address bar so it looks + feels like a native app. Background GPS still requires the native iOS app (in mobile/, scaffolded but not yet on the App Store) — PWA can only track foreground location.

Tech-role only

Owners + dispatchers don't land on /portal/tech automatically — they go to /portal (the dashboard) instead. They CAN visit /portal/tech if they want to see what their techs see, but the natural flow for ops-level users is /portal/schedule. Tech-role members sign in and go straight to their day view, no extra clicks.

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